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BlackRock Floating Rate Income Trust shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of BlackRock Floating Rate Income Trust (BGT) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in BlackRock Floating Rate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Trust held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Trust by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 100k 12.98
2023-12-31 $1.2M 100k 12.38
2023-09-30 $1.2M 100k 12.06
2023-06-30 $1.3M 109k 11.66
2023-03-31 $1.4M 121k 11.21
2022-12-31 $1.4M 127k 10.94

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
UBS Group
Advisors Asset Management
Dean Investment Associates
Baird Financial
JNB Advisors
ICA Group Wealth Management
Bank of America Corporation
Melfa Wealth Management
City of London Investment Management Company
Waterfront Wealth
Advisor Group Holdings
ProVise Management Group
Wells Fargo & Company
Significant Wealth Partners

View all funds holding BlackRock Floating Rate Income Trust